See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,954 | $69,010-68.2% | $159,960-86.3% | $68,494-67.9% |
| Participation rate | 36.1% | 65.4%-29.3pp | 78.0%-41.8pp | 67.9%-31.8pp |
| Annual return | -19.68% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,045 | $2,213-52.8% | $4,226-75.3% | $2,596-59.8% |
| Participant deferral / active EE | $1,979 | $4,212-53.0% | $6,182-68.0% | $4,027-50.9% |
| Admin fee / account holder | $641 | $4,798-86.6% | $8,698-92.6% | $5,403-88.1% |